| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25.0M - $200.0M | 0.50% |
| $200.0M - $300.0M | 0.38% |
| $300M+ | 0.25% |
Fees are negotiable and may vary based on client needs and relationship with Torray. Reduced fees and/or account minimums may apply to employees and family members.
7501 Wisconsin Avenue, Suite 750W, Bethesda, MD, 20814-6523
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Learn about disclosures →Letitia is a Director of Client Relations and Marketing at Torray Investment Partners LLC, responsible for client communications and website maintenance. This investment-related activity takes up more than full-time hours.